We are live on ! Find out more
AVY icon

Avery Dennison

720 hedge funds and large institutions have $15.8B invested in Avery Dennison in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 246 increasing their positions, 234 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 680720 (+40)

5% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 234

5% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$702M)

0.41% more ownership

Funds ownership: 88.31%88.72% (+0.41%)

27% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.19M

Holders
720
Holders Change
+40
Holders Change %
+5.88%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
110
Increased
246
Reduced
234
Closed
61
Calls
$5.22M
Puts
$7.19M
Net Calls
-$1.97M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
601
Riggs Asset Management
Pennsylvania
$79K -$32.1K -150 -29%
AF
602
Allworth Financial
California
$79K +$428 +2 +0.6%
Twin Tree Management
603
Twin Tree Management
Texas
$78K -$1.02M -4,745 -93%
CA
604
CoreCap Advisors
Michigan
$78K +$76.6K +358 New
SSB
605
Sandy Spring Bank
Maryland
$75K
C
606
Covestor
United Kingdom
$74K +$72.7K +340 New
BWM
607
BerganKDV Wealth Management
Minnesota
$71K
BAM
608
Barrett Asset Management
New York
$69K +$2.78K +13 +4%
HWA
609
HHM Wealth Advisors
Tennessee
$65K +$64.2K +300 New
ONST
610
Old North State Trust
North Carolina
$64K +$40.4K +189 +180%
T
611
TOBAM
France
$61K
SWM
612
Spire Wealth Management
Virginia
$59K +$31.5K +147 +120%
TWA
613
TCI Wealth Advisors
Arizona
$58K +$8.34K +39 +17%
NIM
614
NuWave Investment Management
New Jersey
$58K +$20.5K +96 +56%
BHWM
615
Bay Harbor Wealth Management
Maryland
$57K +$2.14K +10 +3%
S
616
SignatureFD
Georgia
$57K +$12.2K +57 +28%
CWM
617
Cranbrook Wealth Management
Michigan
$55K -$2.14K -10 -4%
KC
618
Knuff & Co
California
$54K
WTA
619
Washington Trust Advisors
Massachusetts
$52K +$51.1K +239 New
EBA
620
Eagle Bay Advisors
New York
$47K -$44.7K -209 -49%
PO
621
Private Ocean
California
$47K
MWM
622
Mascoma Wealth Management
New Hampshire
$47K +$46.2K +216 New
TFO
623
Tarbox Family Office
California
$44K
TCOV
624
Trust Company of Vermont
Vermont
$44K +$43.6K +204 New
CFA
625
Carroll Financial Associates
North Carolina
$43K -$2.14K -10 -5%

AVY Hedge Fund Activity: Q4 2021 in Review

720 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2021, worth a combined $15.8B — up 4.6% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 61 closed out — a net gain of 49 holders — while 246 added to existing stakes and 234 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $103M. The largest seller was Select Equity Group, cutting an estimated $258M.

  • 720 institutional investors held Avery Dennison (AVY) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $15.8B of Avery Dennison stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2021 and 61 closed out, a net change of +49 holders.
  • The largest Avery Dennison buyer in Q4 2021 was Lord, Abbett & Co, an estimated $103M added.
  • The largest Avery Dennison seller in Q4 2021 was Select Equity Group, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2021.